Latest Institutional Transactions on Waste Management Inc (WM)
This table provides information on the latest institutional transactions involving Waste Management Inc (WM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-220- 26.96% |
$44.1K - $51.4K
|
596
$129K
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
90+ 0.69% |
$18K - $21K
|
13.1K
$2.83M
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-100- 2.65% |
$20.1K - $23.4K
|
3.68K
$793K
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
13+ 0.8% |
$2.61K - $3.04K
|
1.63K
$352K
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-135- 3.8% |
$27.1K - $31.6K
|
3.42K
$738K
|
|
Apr 16, 2025
Q1 2025
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-15- 0.02% |
$3.01K - $3.51K
|
85.5K
$18.4M
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
85+ 1.0% |
$17K - $19.9K
|
8.6K
$1.85M
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-2.55K- 66.23% |
$511K - $596K
|
1.3K
$280K
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-500- 8.93% |
$100K - $117K
|
5.1K
$1.1M
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-400- 13.38% |
$80.2K - $93.5K
|
2.59K
$559K
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
49+ 69.01% |
$9.83K - $11.5K
|
120
$25.9K
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.63KNew |
$327K - $381K
|
1.63K
$352K
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
900New |
$180K - $210K
|
900
$194K
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-400- 11.52% |
$80.2K - $93.5K
|
3.07K
$662K
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.8K- 49.02% |
$562K - $655K
|
2.91K
$628K
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
98+ 3.62% |
$19.7K - $22.9K
|
2.81K
$605K
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-11.7K- 5.87% |
$2.34M - $2.73M
|
188K
$40.5M
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-104- 0.5% |
$20.9K - $24.3K
|
20.5K
$4.42M
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-399- 6.67% |
$80K - $93.3K
|
5.58K
$1.2M
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-17- 1.06% |
$3.41K - $3.97K
|
1.59K
$343K
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-21- 1.78% |
$4.21K - $4.91K
|
1.16K
$250K
|
|
Apr 14, 2025
Q1 2025
|
Yarbrough Capital, LLC
|
BUY
|
- |
1.74KNew |
$348K - $406K
|
1.74K
$374K
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-6- 0.26% |
$1.2K - $1.4K
|
2.28K
$491K
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
8+ 0.74% |
$1.6K - $1.87K
|
1.09K
$234K
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-5- 0.32% |
$1K - $1.17K
|
1.56K
$335K
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-35- 21.88% |
$7.02K - $8.18K
|
125
$27K
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
17+ 18.28% |
$3.41K - $3.97K
|
110
$23.7K
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
966New |
$194K - $226K
|
966
$208K
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
901New |
$181K - $211K
|
901
$194K
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-253- 29.98% |
$50.7K - $59.1K
|
591
$127K
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-100- 8.16% |
$20.1K - $23.4K
|
1.13K
$243K
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
27+ 2.29% |
$5.41K - $6.31K
|
1.21K
$260K
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-370- 18.61% |
$74.2K - $86.5K
|
1.62K
$349K
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-17.2K- 13.67% |
$3.45M - $4.02M
|
109K
$23.4M
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
952New |
$191K - $223K
|
952
$205K
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
10+ 0.95% |
$2.01K - $2.34K
|
1.06K
$229K
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-1.97K- 3.12% |
$395K - $460K
|
61K
$13.2M
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-20- 0.23% |
$4.01K - $4.68K
|
8.79K
$1.9M
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-25- 3.68% |
$5.01K - $5.84K
|
655
$141K
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-792- 21.53% |
$159K - $185K
|
2.89K
$622K
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
7+ 0.64% |
$1.4K - $1.64K
|
1.1K
$236K
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-18- 3.2% |
$3.61K - $4.21K
|
544
$117K
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-352- 23.02% |
$70.6K - $82.3K
|
1.18K
$254K
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-54- 11.89% |
$10.8K - $12.6K
|
400
$86.3K
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
949New |
$190K - $222K
|
949
$205K
|
|
Apr 08, 2025
Q1 2025
|
Profit Investment Management, LLC
|
BUY
|
- |
969New |
$194K - $227K
|
969
$209K
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-20- 0.68% |
$4.01K - $4.68K
|
2.93K
$632K
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-2- 0.17% |
$401 - $468
|
1.19K
$257K
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
3.7KNew |
$742K - $865K
|
3.7K
$798K
|